Treasury Management Advisory Services

FEATURES & BENEFITS

Deluxe Advisory Services Brings you a Full Spectrum of Support to Succeed

OPPORTUNITY ASSESSMENT

Deluxe identifies and ranks client and prospect opportunities using proprietary algorithms. We prioritize customer opportunities to create value and the associated fee and deposit opportunity for the bank

GO-TO-MARKET SUPPORT

Our advisory tools help bankers translate product capabilities into customer solutions. Our tools deliver segmented value propositions, attention-getting pitch decks, diagnostic assessments, automated business cases, and change management strategies.

LEAD ACCELERATION

Our proprietary market datasets and internal calling teams quickly and efficiently generate warm leads, whether they are new prospects or cross-sell into existing clients.

PRODUCT DETAILS

It’s time to stop leaving money on the table.

The treasury management space offers attractive growth opportunities for banks with the right product portfolio and strategy. But, in today’s mature industry, to yield new revenue and deposits, banks must first create value. Winning business is no longer about selling products – banks must translate products into solutions that solve real business challenges. Far too many banks are leaving money on the table, when they could be unlocking growth—for themselves and their customers.

As a case in point, Remote Deposit Capture (RDC) has been around for over a decade, yet banks have captured less than half the potential market. RDC penetration varies widely among banks – and the variance is not due to differences in target market or solution capabilities. Performance varies because banks differ in their ability to uncover opportunities and create value.

RDC penetration among banks

25%

Median

10%

Bottom

48%

Best in Class

Source: Analysis of Deluxe customer base. Best-in-class banks report 48 percent RDC penetration of their middle market and large corporate customer base. Conversely, median banks report 25 percent RDC penetration and those in the bottom two deciles have a 10 percent or lower RDC penetration. Achieving best-in-class RDC penetration would enable median performers to double their revenues from RDC, while performers in the bottom two deciles would reap five times the RDC revenues.

Learn more about our Treasury Management Advisory Services

Solution Overview

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White Paper: Treasury Management at a Crossroads: Support Group or Revenue Engine?

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On-Demand Webinar: Treasury Management at a Cross Roads: Support Group or Revenue Engine

PAYMENTS SOLUTIONS

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